SGTCC End to end testing initiative

1. SGTCC End to end testing initiative APEC-ISGAN Smart Grid Test Bed Network Workshop Washington, DC -- January 24, 2012 Rik Drummond, Dean Prochaska, Rudi Schubert

2. US Government Roles in Smart Grid Federal Office of Science & Technology Policy; National Economic Council; & Council on Environmental Quality Smart Grid Task Force / National Science & Technology Council Smart Grid Subcommittee Other Federal Agencies Federal Energy Regulatory Commission FERC – NARUC Smart Response Collaborative State Public Utility Commissions

3. Smart Grid – A U.S. National Policy • The 2007 Energy Independence and Security Act (EISA) lays out a national policy for the Smart Grid in the U.S. • The Act assigned NIST the primary responsibility to coordinate development of standards for the Smart Grid • NIST is also supporting future FERC and State PUC rulemaking to adopt Smart Grid standards • The White House National Science and Technology Council has established a Smart Grid Subcommittee • The Subcommittee produced a report that lays out the Administration’s policy on Smart Grid • Key Federal policy recommendations: • Enable cost-effective smart grid investments • Unlock innovation • Empower and inform consumers • Secure the grid

4. NIST Three Phase Plan PHASE 2 Establish public/private Interoperability Panel to provide ongoing recommendations for new/revised standards PHASE 1 Identify an initial set of existing consensus standards and develop a roadmap to fill gaps PHASE 3 Testing and Certification Framework 2009 2010 2011 4

5. NIST Smart Grid Framework and Roadmap 1.0 Published January 2010 Extensive public input and review Completed in Less than 1 year Smart Grid Vision & Reference Model Identified 75 existing standards 16 Priority Action Plan Projectsare filling key gaps CompanionCyber Security Strategy Smart Grid Domains http://www.nist.gov/smartgrid/ Release 2.0 is Under Development

6. Smart Grid Interoperability Panel • Public-private partnership created in Nov. 2009 • 664 member organizations • Open, public process with international participation • Coordinates standards developed by Standards Development Organizations (SDOs) • Identifies Requirements • Prioritizes standards development programs • Works with over 20 SDOs including IEC, ISO, ITU, IEEE, … • Web-based participation (via link from nist.gov/smartgrid)

7. SGIP Organization PEV2G Electromagnetic Interoperability Issues NIST SGIP Officers Governing Board SGIP Administrator Priority Action Plan Teams Test & Certification Architecture PAP 2 PAP 3 PAP 1 Committee Committee (SGTCC) (SGAC) PAP … PAP 17 PAP 4 Cyber Security Working Group (CSWG) Standing Committees & Domain Expert Working Groups Working Groups BnP H2G B2G TnD I2G Program Comm. Bylaws & Mgmt Marketing Operating Office Education Procedures (PMO) (CME) (BOP) Coordination Functions SGIP Membership

8. SGTCC Overview • The Smart Grid Testing & Certification Committee (SGTCC) is a standing committee of the Smart Grid Interoperability Panel (SGIP) • SGTCC has developed a framework to enable industry testing and certification programs for Smart Grid interoperability • SGTCC members are a diverse, elected group including manufacturers, end users and test labs

9. SGTCC Structure and major activities • Interoperability Process Reference Manual (IPRM) • Version 2 released in January 2012 • IPRM Implementation • Supporting Interoperability Testing & Certification Authority (ITCA) first adopters to integrate IPRM • Collaborating with industry accreditation organizations to support independent assessments of ITCA programs • End to End Testing Initiative • Priority Activity for 2012 • Developing use-case based testing methodologies to assure testing consistency, quality and broad acceptance of results • Advocacy for Smart Grid Interop Testing • Communications outreach to stakeholders

10. SGTCC End to End Test Activities • Work of the SGTCC End to End (E2E) Testing working group will be a priority for 2012 • Focused on a set of common use-cases that are a key part of interoperability • An End to End Testing Document Template is complete • Provides consistent approach to test requirements and processes across multiple technology domains • Piloting application of the template relative to selected use-cases • Collecting contributed utility use-case test to build test repository • Long term goal – consensus test programs yielding “tested once, accepted everywhere” • E2E group planning a focused F2F meeting in February to accelerate these efforts

11. End-to-End Interoperability • Focus on a set of common use-cases that are a key part of interoperability: • Installation / Configuration • End Device installation (Meter, HAN, etc.) • End Device configuration and registration • Control / Command • Connect and disconnect (smart meter) • Demand Response Direct Load Control • Events • Notification, text messages • Pricing signals • Events and alarms (i.e Outage Events) • Measurement / Monitoring • Batch meter reading (one way) • On-demand meter reading (two way) • Energy Usage HAN Installation

12. End to End Working Group – Available Information • End to End Working Group documents are publically available (both drafts and finals) via SGIP Twiki page: • http://collaborate.nist.gov/twiki-sggrid/bin/view/SmartGrid/SGTCCEndtoEndTest • The E2E test template is intended to provide a consistent format for the development of detailed test approaches • Use case based • Defined requirements – i.e. what will the test accomplish? • Definition of test steps, equipment, metrics, reporting expectations • A Home Area Network device test plan was developed as a pilot of the template • Available via the web link above

13. SGTCC and SG Test Bed Network Relationship • SGTCC view that the proposed test bed network may complement its mission providing: • Test Case and Procedure development associated with use cases and priority standards • Upfront research/development that leads to test program creation where gaps currently exist • Identification of issues/gaps needing to be addressed by testing • A neutral facility to assess testing issues in an unbiased forum • SGTCC welcomes test bed network participants to collaborate within our working groups!